Contracts

DocuSign Integration

Integrate your DocuSign account with Ad Sales Genius to request and obtain an electronic signature.

DocuSign Integration 

Please note that Ad Sales Genius has a FREE built in electronic signature feature. No integration is needed.  However, if you prefer DocuSign, you must have a DocuSign account. If you don't have an account you can establish one here:DocuSign Website and then integrate with ASG.m 

This allows you to obtain a digital signature on your proposals using the DocuSign capabilities.

It's important to note that Ad Sales Genius is configured to work with a single DocuSign account which is shared among all users. Users of Ad Sales Genius will not need direct access to your DocuSign account. 

To integrate DocuSign, click the Configure button next to DocuSign. 

Here, you will input the following information and select save.

  • API Email or API User Name 
  • API Password
  • Enable Counter Signature - If you require a counter-signature, toggle this switch on.
  • Counter Signature User - You can choose the Ad Sales Genius user who is responsible for counter-signatures.